Mortgage Brokers
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Basics of Mortgage CRM for Brokers and Lenders
Published on: December 29, 2021
Read more about Basics of Mortgage CRM for Brokers and LendersCustomer resource management has seen wide scale adoption in effectively all industries thanks to its ability to enhance the sales process while saving organizations time and money. Mortgage CRMs have become increasingly popular with both lenders and mortgage brokers looking for ways to compete better and stand out from the crowd. They’re particularly valuable in […]
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Mortgage Broker Sales Process – Lead Management and Sales in 2022
Published on: October 20, 2021
Read more about Mortgage Broker Sales Process – Lead Management and Sales in 2022The mortgage sales process is a lot of work, finding and serving clients can take a lot of time. Ask any broker with years of experience, and they’ll be able to recount how frustrating it is to put in that time and work only to find out that a prospect isn’t actually ready to apply […]
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Mortgage Sales Techniques and Tips
Published on: June 30, 2021
Read more about Mortgage Sales Techniques and TipsThe real estate market in both the U.S. and Canada is as hot as it’s ever been, thanks to extremely low interest rates and even lower inventory levels, and more and more buyers are trying to enter the market before it’s too late. With surging demand comes an opportunity for brokers, but with so many […]
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What Software Do Mortgage Brokers Use? The Top 3 Tools Available to Brokers Today
Published on: October 26, 2020
Read more about What Software Do Mortgage Brokers Use? The Top 3 Tools Available to Brokers TodayThe modern mortgage brokerage is as wired-up and connected as any tech business, and the leveraging of new tools is one of the primary ways brokers can gain a competitive advantage in an extremely competitive industry. There are a wide variety of software tools that can be of use to brokers, and while some are […]
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What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?
Published on: April 29, 2020
Read more about What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?The primary drivers of a successful mortgage agency are an unmatched knowledge of your products, an unwavering commitment to getting the best deals possible for your clients, and strong relationships within the industry. But just getting clients in the door can be challenging, especially when consumers now have more options than ever for dealing directly […]
